Senior Product Manager - Workflow Automation

October 3

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PandaDoc

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Sales Automation • Contact Management • Document Management • Digital Signage • SaaS

501 - 1000

💰 Series C on 2021-09

Description

• Businesses across various industries seek to automate manual document workflows for multiple reasons: • For larger quotes, proposals, legal, or HR documents, putting the document together can take a lot of time that could be better spent on value-creating intellectual activities. • Some of the document workflows can be fully automated and should not require human intervention at all. • On average, PandaDoc is connected to 2 other platforms. Without automation, business people would have to manually copy-paste the data, which is prone to errors. • PandaDoc aims to democratize the workflow automation process and integration by offering different ways for business workflows to be automated in a no-code way by non-technical business personas. • Currently, there are multiple approaches to automation in PandaDoc: • Workflows Builder: Allows users to design a workflow for attended automation, controlled by a user. • Automations: Includes pre-packaged unattended automations, built on top of Workato. • Rules Builder: Automates product and pricing configuration for sales quotes and proposals. • CRM Data Merge Rules: Automates and configures the process of data migration from CRMs into PandaDoc and vice versa. • Document Creation Automation: Smart Content rules define how the data in the document is put together based on the input from a user, third-party systems, or the output of the Workflow and Rules Builder. • Document Field and Form Logic Automation: Defines the conditional logic according to which form questions and document fields are displayed based on user actions. • The goal of the Senior Product Manager, Workflow Automation, is to define and execute an innovative vision of a holistic no-code experience that allows business users and partners to fully implement desired business processes in PandaDoc in a matter of days—not months as on other platforms—and make the efficiency of document process automation one of the distinct and market-leading capabilities for PandaDoc.

Requirements

• Strong experience in building great self-service UX • Solution-oriented mindset (solution engineering experience would be a huge plus) • Experience working in iPaaS companies as a Product Manager or, at least, strong hands-on experience using iPaaS platforms like Make, Zapier, Workato, etc. • SME in one of the following business domains: HR, Legal, Sales, which would include a very deep understanding of the business processes in these areas, the documents being created as part of these business processes, and the platform ecosystem used by these functions • Engineering background and/or math or software engineering degrees would be a huge plus

Benefits

• An honest, open culture that emphasizes feedback and promotes professional and personal development • An opportunity to work from anywhere — our team is distributed worldwide, from Lisbon to Manila, from Florida to California • 6 self care days • A competitive salary • And much more!